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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
HMS
1351
Hanseatic Management Services
New Mexico
$660K +$20.4K +93 +4%
WF
1352
Williams Financial
Vermont
$659K – – –
KFA
1353
Kelleher Financial Advisors
New York
$658K +$438 +2 +0.1%
BST
1354
Bath Savings Trust
Maine
$656K – – –
MFG
1355
Menard Financial Group
Texas
$654K -$37.9K -173 -6%
CT
1356
Caldwell Trust
Florida
$652K +$76.4K +349 +15%
BMCM
1357
Burns Matteson Capital Management
New York
$651K +$166K +757 +39%
TFA
1358
Teamwork Financial Advisors
Texas
$649K +$140K +639 +31%
NRA
1359
NSI Retail Advisors
Pennsylvania
$644K +$583K +2,663 New
PCM
1360
Penserra Capital Management
California
$641K +$119K +544 +26%
PGIM
1361
Pacific Global Investment Management
California
$637K +$8.1K +37 +1%
TCM
1362
Teza Capital Management
Illinois
$635K -$1.17M -5,329 -67%
MP
1363
McDonald Partners
Ohio
$634K +$295K +1,349 +106%
CWM
1364
Calamos Wealth Management
Illinois
$632K +$10.9K +50 +2%
LA
1365
LexAurum Advisors
Kansas
$632K +$44.2K +202 +8%
ZIC
1366
ZWJ Investment Counsel
Georgia
$631K -$83.6K -382 -13%
LOPW
1367
Live Oak Private Wealth
North Carolina
$630K -$8.76K -40 -2%
TPW
1368
TL Private Wealth
Texas
$629K – – –
ODCM
1369
Old Dominion Capital Management
Virginia
$628K -$6.57K -30 -1%
WAAG
1370
Wealth Alliance Advisory Group
Kansas
$628K – – –
IC
1371
Inscription Capital
Texas
$627K -$2.78M -12,716 -83%
PWP
1372
Principle Wealth Partners
Connecticut
$627K – – –
IFG
1373
Independent Financial Group
California
$624K +$54.7K +250 +11%
AAM
1374
Aureus Asset Management
Massachusetts
$621K +$562K +2,569 New
ZCA
1375
Zeke Capital Advisors
Pennsylvania
$619K -$43.8K -200 -7%
53 54
55
56 57